Guidance,
Without Compromise.
Comprehensive financial solutions designed to help you grow, protect, and preserve your legacy.
Private Wealth
Wealth management for individuals with $2–30M in investable assets.
Family Office
Multi Family Office services for families with net worth exceeding $30M.
Ventures
Alternative funds in private markets for qualified investors.
Tax
Tax preparation and advice for individuals, families, and business owners.
Trust Services
Independent, professional trustee services and estate administration.
Why Evergreen
Four Decades.
One Multi-Generational Team.
For more than 40 years, Evergreen Gavekal has managed wealth across generations. Our advisors span career stages and life experiences, which shapes how we connect with clients at every stage of their own.
That range shows in how we work: forward-thinking where technology adds real value, traditional where our clients’ values call for it. We meet clients where they are and help them move forward with confidence.